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mcp-financial-data AGENTS.md

mcp-financial-data AGENTS.md is an instructions file for Codex, OpenCode from SebAustin/mcp-financial-data. It costs 458 tokens per session, scanned A, original, MIT.

A set of project instructions for AI assistants working on an MCP server that provides financial data from SEC filings, FRED, and Polygon.

In plain words
What is it for?
Use it when modifying or checking the financial-data server, especially its 10-K extraction, data-source access, security, and evaluation code.
Why use it?
It tells the assistant which files to read first and which rules apply to citations, data access, spending, and authentication.

Instructions file for CodexOpenCode

Written for Codex and OpenCode: the file is AGENTS.md. Also seen: mentions Claude Code; mentions AGENTS.md; mentions Codex.

not rated 0 10d ago A scan 458 tokens original MIT
View the source file SebAustin/mcp-financial-data
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add instructions/sebaustin/mcp-financial-data/agents-md
Clone the repo
git clone --depth 1 https://github.com/SebAustin/mcp-financial-data

Made for: Codex, OpenCode.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for mcp-financial-data AGENTS.md

README.md
[![agentmods](https://agentmods.dev/badge/instructions/sebaustin/mcp-financial-data/agents-md.svg)](https://agentmods.dev/instructions/sebaustin/mcp-financial-data/agents-md)
Your own site
<a href="https://agentmods.dev/instructions/sebaustin/mcp-financial-data/agents-md"><img src="https://agentmods.dev/badge/instructions/sebaustin/mcp-financial-data/agents-md.svg" alt="Measured on agentmods" height="20"></a>
Per session 458 This file is loaded in full into every session.
When invoked 458 The same file — it is already loaded in full.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00458 $0.00458
Opus 5 $0.00229 $0.00229
Sonnet 5 $0.00092 $0.00092
Haiku 4.5 $0.00046 $0.00046

Measured 5d ago against content hash c0a9642ffc96, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-05, from the pricing page.

Security

Grade A, and why

mcp-financial-data AGENTS.md scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

AGENTS.md · 40 lines

What it actually says

AGENTS.md

Pointer file for any AI agent (Cursor, Claude Code, Codex) opening this repo.

Read these first, in order

  1. .cursorrules — master portfolio rules + project deltas. Non-optional.
  2. docs/adr/ — every architectural decision is captured here in MADR.
  3. evals/harness.py — the source of truth for "is this thing working".

What this repo is

An MCP server (spec 2025-11-25) that exposes SEC EDGAR + FRED + Polygon financial data with OAuth 2.1, plus a Claude-powered 10-K extractor that returns citation-grounded claims, plus an MCP Apps inline UI component.

Anchor audience: Anthropic Forward Deployed Engineering, Bridgewater / Citadel / Anthropic Finance teams.

Hard constraints (skim before generating code)

  • Citations: Every claim from the 10-K extractor must carry an Anthropic Citations API reference. Uncited claims are dropped.
  • EDGAR Fair Access: Every EDGAR call needs a contact User-Agent and the process is rate-limited to ≤ 10 req/sec.
  • Spend cap: MAX_API_SPEND_USD env var is enforced in the extractor and the eval harness. CI runs --offline.
  • OAuth 2.1: This server is the resource server. Validate JWTs against the configured JWKS; never hardcode public keys.
  • **No requests, no print(), no subprocess shell=True, no bare except.

What "done" looks like for the W1 sprint

  • make ci exits 0 (lint + typecheck + test ≥85% + smoke eval).
  • A 60-second Loom demo of: OAuth round-trip → MCP tool call → 10-K extract with visible citation pills → MCP Apps inline UI rendering.
  • README.md eval table populated with real numbers from a --full run.
  • Tag v0.1.0, three GitHub issues filed for follow-on work, applications to Anthropic FDE + Cursor FDE sent.
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago First seen · 40 lines · 458 tokens per session scan A c0a9642ffc96

Subscribe to this mod's changes

mcp-financial-data AGENTS.md is an instructions file published in the GitHub repository SebAustin/mcp-financial-data (0 stars, last pushed 10d ago), licensed MIT. It adds 458 tokens to every session, about $0.0023 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Finance and fintech
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